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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (54175)	8/4/2006 12:46:40 PM
From: JohnG	Respond to of 197246

""I think that a six month gap might just be the price Q has to pay for being fabless."" It seems to me that Samsung should have enough internal production consumption and product sales to end users that it is incented to catch up with INTC and TXN.

To: slacker711 who wrote (54175)	8/4/2006 1:51:42 PM
From: voop	Read Replies (1) \| Respond to of 197246

They need to get TSMC (or Samsung/UMC) to close the manufacturing gap with TI... Does there come an inflection point where a fabless chip manufacturer loses control of his destiny without having control of the fab? For a company starting out it sure makes sense to contract out the expense; with the size Qualcomm has become coupled with the stakes of the race and the manufacturing-savvy competition in place, I wonder if the BOD has considered that kind of infrastructure investment? Sure the margins dip for QCT but perhaps they compete better in process technology matters and up revenues accordingly?